Client Relationship Manager - Italy

Milan, Italy | Full-time | Office

Our hiring partner, a rapidly growing international investment platform with a presence across the US, Europe, and Asia, is expanding its footprint in the Italian market.
We are currently looking for an experienced and driven Relationship Manager to join their dynamic regional team.
This is a fantastic opportunity to join a forward-thinking fintech company that combines innovation, a fast-paced environment, and a strong commitment to excellence.

Key Responsibilities:

• Develop and manage long-term relationships with clients, ensuring high levels of satisfaction and retention.
• Present the company and its wide range of investment products to new and existing clients.
• Drive client acquisition through personalized outreach and strategic engagement.
• Provide ongoing support and communication to clients regarding portfolio updates and market opportunities.
• Tailor individual investment strategies for key clients based on their goals and risk appetite.
• Coordinate administrative processes, including documentation and transaction follow-up.
• Represent the company at industry events, forums, and networking activities.
• Identify and build partnerships with local influencers and stakeholders.
• Collaborate with internal teams (marketing, analytics, support) to ensure a seamless client experience.
• Collect client feedback to enhance service offerings and fine-tune engagement strategies.

Your Profile:

• Minimum 3 years of experience in B2C/B2B sales or client relationship management (investments/ brokerage/ finance).
• Exceptional communication and presentation skills.
• Fluency in Italian and English is essential.
• A proactive, client-first mindset with a passion for finance and investments.

What’s in Offer:

• Join a high-growth international company with a strong market reputation.
• Attractive base salary + performance bonus.
• Partial compensation for private health insurance.
• Engaging, cross-functional projects and a collaborative team culture.
• Professional development within a team of experts and industry leaders.